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Earnings Call

Exato Technologies Earnings Call: Key Takeaways

Exato Technologies reported 35% revenue growth to ₹168 Cr and 67% PAT growth to ₹16.09 Cr for FY26. Management is pivoting from point solutions to AI-led managed services and global expansion.

Why this was an Alfa AlertManagement explicitly guided >50% YoY growth for both Revenue and PAT for the next single year (FY27).
Highlights
Revenue growth35% YoY for FY26; guiding 50-60% for FY27.
MarginsPAT margin improved 181bps to 9.58% for FY26.
Order book₹600 Cr total; ₹330 Cr yet to be executed.
Demand visibilityStrong; pivoting to AI-as-a-service and managed services.
Management confidenceHigh; citing strong leadership team and international traction.

Growth

FY26 Revenue up 35% (₹168 Cr); PAT up 67% (₹16.09 Cr); PAT margins improved to 9.58% from 7.77%.

Outlook

Guided 50-60% YoY revenue and PAT growth for FY27; aiming for 500-600 customers in 3-4 years.

Risks

Higher purchase costs for hardware impacting Q4 margins; potential cash flow challenges during rapid international scaling.

Last quarter's promises, checked

Delivered

  • Guided 25-30% Revenue growth → delivered 35% (= BEAT)
  • Guided 50-60% PAT growth → delivered 67% (= BEAT)
  • Order book ₹348 Cr → delivered ₹600 Cr (= BEAT)

Partly delivered

  • Add 300-400 customers in 2-3 years → base at 150+ (= PARTIAL)
  • Shorten IP launch to 6-7 months → Exato IQ launched (= BEAT)
Source

Earnings Call filed with BSE, BSE: 544626. Summary written with AI assistance from the document.

Read the document ↗

Exato Technologies Ltd: key numbers

Share price
₹677.10
Market cap
₹681.5 Cr
Revenue (annual)
₹168.0 Cr
Net profit (annual)
₹16.09 Cr
P/E (TTM)
42.4×Sector 22.1×
Promoter holding
54.73%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Exato Technologies Earnings Call Transcript: Key Takeaways

Exato reports a strong Q1 with 50% revenue growth, driven by aggressive international expansion in the UK/US markets. Management is pivoting from a pure tech vendor to an integrated AI-as-a-Service model.

Call
Guides 60% growth